FAS vs SCHD

AFAS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income8.67%FAS · $867 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.7%FAS and SCHD

FAS

SCHD

Direxion Daily Financial Bull 3X ETF · $2.3BSchwab U.S. Dividend Equity ETF · $120B

+51.5%3 years · per year$34,756 · $17,266+20.0%

+6.2%5 years · per year$13,483 · $16,267+10.2%

0.92%Expense ratio$92 · $6 on $10k · lower wins0.06%

8.67%12-mo yield$867 · $300 on $10k3.00%

−40.9%Worst dropSmaller wins−6.9%

45.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAS · SCHD

0.2%BX2.1%

0.1%FITB1.2%

0.1%ARES0.7%

0.1%CINF0.7%

Held in common0.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAS vs SCHD

FAS

Direxion Daily Financial Bull 3X

$13,483

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFASSCHD

Fee0.92%0.06%

Cost on $10k a year$92$6

Yield8.67%3.00%

5 years, per year+6.2%+10.2%

3 years, per year+51.5%+20.0%

Worst drop · 1Y−40.9%−6.9%

Volatility · 1Y45.2%11.7%

4–2measures won
SCHD first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FAS, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

FASSCHDDGRO

FAS—0.7%13.1%

SCHD0.7%—21.3%

DGRO13.1%21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$775most kept, FAS

FAS$867 − $92 = $775

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee